Scalable Capital is the first bank in Europe to open its platform to all major AI assistants, including ChatGPT, Claude, and Grok. Clients can activate Agentic Investing in their profile settings and connect their account with their preferred AI assistant.
All key features are available from day one: trading, setting up savings plans, managing watchlists, and setting price alerts1. Agentic Investing provides a native search for stocks, ETFs, and derivatives. News, real-time quotes, and historical price data are available free of charge. Clients also have access to powerful tools from Scalable Insights: investors and AI assistants can tap directly into deep portfolio analyses such as diversification health checks, scenario analyses, sector or region breakdowns, and risk assessments.
“Agentic Investing represents the greatest technological shift in financial technology since internet banking. By opening our platform, we are setting the benchmark for how humans, AI, and the capital markets interact,” says Erik Podzuweit, Founder and Co-CEO of Scalable Capital.
From prompt to trade: how AI assistants simplify investing
Agentic Investing offers a new level of personalisation and efficiency. Instead of clicking through app screens and performing manual searches, clients can now manage everything using simple prompts in natural language. The following examples illustrate the potential for investors:
- Personalised news: “Create a personalised newsletter based on the securities in my portfolio and on my watchlist, every market day at 7:00 a.m.”
- Monitor model portfolios: “Compare my portfolio with the All-Weather Portfolio on justETF”
- Preparation for own analyses or tax returns: “Export my transactions in crypto ETPs from the calendar year 2025 in CSV format”
- Prepare savings plans: “What monthly savings rate do I need to reach €25,000 in 10 years with a 7% p.a. return? Prepare a corresponding savings plan order for the Scalable World ETF”
- Manage orders: “Adjust the limit for my buy order for Siemens to 5% below the current ask price”
- Build custom tools: “Create an interactive dashboard for my portfolio: with holdings, performance, transactions, and a price chart showing my buys, sells, and price alerts – including a news ticker for my stocks.”
